Application Architecture — Overview

The Advisor Console is the unified, advisor-facing application that consolidates research, communication, CRM data access, and booking hand-off into a single interface. It eliminates the need for Marchay travel advisors to juggle multiple tools.

What This Is

• A React 19 single-page application deployed as a Salesforce UI Bundle
• AI-powered research chat with natural language intent detection
• Unified omnichannel inbox (email, WhatsApp, Teams, RingCentral)
• Direct CRM data access via Salesforce GraphQL UIAPI
• One-click booking hand-off to Atlantes

What This Is Not

• Not a member-facing application (that's a future iOS/Android app)
• Not a booking engine (Atlantes handles payment and confirmation)
• Not a data platform (that's the Intelligence Architecture)
• Not an API gateway (that's the Integration Architecture)

Architecture

Advisor Console — The single interface advisors use for all their work. Built as a Salesforce UI Bundle so it lives where advisors already work.

Orchestrator — Classifies intent, fans out to vertical-specific adapters, merges results, and returns with an LLM-generated summary.

Integration Layer — API gateway that protects and aggregates Salesforce, partner accounts, and payment providers.

Travel Intelligence — Data layer for luxury travel knowledge, exposed via MCP server.

Channel Router — Normalizes messages from email, WhatsApp, Teams, and RingCentral into a common schema.

Chapters

1. Design Principles — non-negotiable rules for the application
2. Tech Stack — frameworks, libraries, and tools
3. UI Architecture — pages, components, and layout
4. AI Chat — the AI assistant, NLP, and intent detection
5. Omnichannel Inbox — email, WhatsApp, Teams, RingCentral
6. CRM Data Access — Salesforce GraphQL, members, trips, tasks
7. Hand-off to Atlantes — booking hand-off flow
8. Data Persistence — IndexedDB and chat history
9. Deployment — Salesforce UI Bundle and hosting